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NewEdge Advisors Portfolio holdings

AUM $22B
1-Year Est. Return 20.34%
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.1B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,735
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$39.4M
3
+$27.7M
4
SBUX icon
Starbucks
SBUX
+$26.9M
5
AVGO icon
Broadcom
AVGO
+$26.3M

Top Sells

1
+$26.3M
2
+$24.3M
3
+$23.4M
4
HON icon
Honeywell
HON
+$22.3M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$15.2M

Sector Composition

1 Technology 12.33%
2 Financials 5.59%
3 Healthcare 5.58%
4 Consumer Discretionary 4.62%
5 Consumer Staples 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.82M 0.03%
124,872
+18,459
477
$2.81M 0.03%
56,074
-3,490
478
$2.8M 0.03%
151,117
+6,627
479
$2.8M 0.03%
27,189
+4,448
480
$2.78M 0.03%
19,839
+236
481
$2.77M 0.03%
6,303
+344
482
$2.77M 0.03%
7,115
+1,977
483
$2.77M 0.03%
112,427
-2,164
484
$2.77M 0.03%
7,379
+2,636
485
$2.77M 0.03%
98,061
+54,246
486
$2.76M 0.03%
17,847
+4,262
487
$2.75M 0.03%
33,005
+2,608
488
$2.74M 0.03%
114,288
-2,127
489
$2.74M 0.03%
56,298
+954
490
$2.73M 0.03%
50,595
+1,965
491
$2.73M 0.03%
97,083
+59,743
492
$2.73M 0.03%
118,703
-2,168
493
$2.73M 0.03%
10,699
+510
494
$2.72M 0.03%
140,889
+1,360
495
$2.7M 0.03%
81,748
-2,978
496
$2.7M 0.03%
+91,385
497
$2.7M 0.03%
51,147
+18,629
498
$2.68M 0.03%
46,301
+168
499
$2.67M 0.03%
118,308
+628
500
$2.66M 0.03%
71,090
+10,554
18 19
20
21 22